A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
We look across the range of commodities and find that supply and demand dynamics should mean elevated anxiety levels can be overcome and drive positive returns in 2019.
Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.
With economic growth beginning to cool and the global policy backdrop starting to normalise, traditional asset classes face a number of challenges. In this series of articles, we discuss how the right alternatives strategy can help.
Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.